How many shares of XLK does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 25,322 shares of XLK (TECHNOLOGY SELECT SECTOR FUND SPDR).

What is Aptus Capital Advisors, LLC's XLK position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's XLK position is worth $4.8M.

Is Aptus Capital Advisors, LLC buying or selling XLK?

In 2026-Q2, Aptus Capital Advisors, LLC increased their XLK position (+18.1% change in shares).

When did Aptus Capital Advisors, LLC first buy XLK?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in XLK in 2019-Q4. They have held the position across 27 quarters.

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Aptus Capital Advisors, LLC

XLK
27 quarters

Position history for Aptus Capital Advisors, LLC's holdings in TECHNOLOGY SELECT SECTOR FUND SPDR

Current Value

$4.8M

Current Shares

25,322

Total Value Change

+$4.8M

Total Shares Change

+25,063

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	25,322	+18.1%	$4.8M	0.0%	$190.52	32
2026-Q1	Increased	21,433	+16.4%	$2.8M	0.0%	$137.50	30
2025-Q4	Decreased	18,410	-78.1%	$2.7M	0.0%	$145.41	0
2025-Q3	Increased	84,108	+1170.7%	$23.7M	0.2%	$139.95	55
2025-Q2	Decreased	6,619	-20.8%	$1.7M	0.0%	$125.03	0
2025-Q1	Decreased	8,359	-26.6%	$1.7M	0.0%	$102.73	0
2024-Q4	Increased	11,383	+116.7%	$2.6M	0.0%	$116.51	42
2024-Q3	Decreased	5,253	-15.6%	$1.2M	0.0%	$111.67	0
2024-Q2	Decreased	6,226	-85.2%	$1.4M	0.0%	$112.03	0
2024-Q1	Increased	41,961	+919.0%	$8.7M	0.2%	$102.96	53
2023-Q4	Decreased	4,118	-75.3%	$792,633	0.0%	$94.99	0
2023-Q3	Increased	16,671	+331.3%	$2.7M	0.1%	$80.72	42
2023-Q2	Decreased	3,865	-58.6%	$671,969	0.0%	$84.10	0
2023-Q1	Decreased	9,327	-74.9%	$1.4M	0.0%	$73.00	0
2022-Q4	Decreased	37,165	-32.3%	$4.6M	0.1%	$60.89	0
2022-Q3	Increased	54,857	+1913.8%	$6.5M	0.2%	$59.08	53
2022-Q2	Increased	2,724	+2.3%	$346,000	0.0%	$62.70	24
2022-Q1	Increased	2,663	+81.5%	$423,000	0.0%	$78.31	37
2021-Q4	Increased	1,467	+99.9%	$255,000	0.0%	$84.65	37
2021-Q3	Decreased	734	-44.8%	$110,000	0.0%	$72.73	0
2021-Q2	Increased	1,329	+23.2%	$196,000	0.0%	$71.36	28
2021-Q1	Increased	1,079	+14.4%	$143,000	0.0%	$62.99	25
2020-Q4	Increased	943	+264.1%	$122,000	0.0%	$62.43	36
2020-Q3	Unchanged	259	0.0%	$30,000	0.0%	$55.52	0
2020-Q2	Decreased	259	-16.7%	$27,000	0.0%	$49.14	0
2020-Q1	Increased	311	+20.1%	$24,000	0.0%	$39.10	23
2019-Q4	New	259	-	$23,000	0.0%	$43.39	26

Other major holders of XLK: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, MORGAN STANLEY

XLK27 quarters

XLK
27 quarters